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RTD Financial Advisors, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on AAPL, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 6,862 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,862 shares
    Change vs previous 13F -482 shares

    0.25% of the 13F portfolio, value $2,285,346.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,344 shares
    Change vs previous 13F -460 shares

    0.23% of the 13F portfolio, value $2,125,104.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,804 shares
    Change vs previous 13F +397 shares

    0.24% of the 13F portfolio, value $1,980,528.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 7,407 shares
    Change vs previous 13F -2,060 shares

    0.25% of the 13F portfolio, value $2,013,708.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 9,467 shares
    Change vs previous 13F -89 shares

    0.29% of the 13F portfolio, value $2,410,479.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 9,556 shares
    Change vs previous 13F -53 shares

    0.25% of the 13F portfolio, value $1,960,562.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 9,609 shares
    Change vs previous 13F +583 shares

    0.29% of the 13F portfolio, value $2,134,520.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 9,026 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,260,273.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).